Plan Consultant – DB, CB

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🕒 April 7

☕ Washington – Remote

☕ Washington – Remote

💵 $68k - $98k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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MAP Retirement

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1997

💸 Finance

🤝 B2B

📋 Compliance

Finance • B2B • Compliance

MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.

📋 Description

• Maintain an assigned book of plans, including defined benefit and defined contribution plans. • Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures: Calculate plan contributions to optimize tax savings while passing required testing; Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.; Prepare earned income calculation, as necessary, for an unincorporated employer; Prepare asset reconciliations, including trust accounting, as necessary. • Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB. • Analyze plan documents and pro-actively recommend changes to accommodate client needs. • Assist plan sponsors with the plan termination process, including PBGC-covered plans. • Provide quality communication with the plan sponsor, advisors, and accountants. • Prepare preliminary design studies and projections for prospective clients. • Support actuaries and consultants to provide superior client service. • Prepare calculation of retirement distribution benefits. • Prepare PBGC premium filings and notices.

🎯 Requirements

• Minimum of 3+ years of experience in defined benefit and defined contribution administration. • In-depth knowledge of IRS, DOL and ERISA regulations. • Proficient skills with Microsoft products, specifically Excel and Word. • Ability to work under pressure and prioritize work based on deadlines. • Strong analytical and mathematical skills. • Excellent written and verbal communication skills. • Meticulous attention to detail and accuracy. • Ability to work with minimal day-to-day supervision. • Familiarity of PBGC requirements. • Desired but not Required ASPPA or IRS industry-specific designations or willingness to attain them. • Working knowledge of PensionPro, Datair and FTWilliam.